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Asset Allocation and Wealth Analysis
The Globe and Mail selects Equisoft to enhance its advisor-facing ProStation platform
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, been entrusted by The Globe and Mail, one of Canada's leading news media companies, to make substantial enhancements to its Globe Advisor ProStation software.Read Press Release -
Advisor Productivity
Equisoft and Humania Assurance Collaborate to Offer a New Technology Solution for Financial Advisors
Equisoft today announced the launch of an innovative solution developed in collaboration with Humania Assurance. It is a turnkey, targeted email marketing platform for financial advisors, that integrates directly with Equisoft/connectRead Press Release -
Asset Allocation and Wealth Analysis
Equisoft Takes Home Industry Service Provider of the Year Award
Equisoft proudly announced that it received the Radius Financial Education Award for Industry Service Provider of the Year, presented at the 2019 Wealth Professional Awards event in Toronto.Read Press Release -
Financial Needs Analysis
Cégep de Sainte-Foy is preparing a new generation of financial services advisors using the Equisoft/plan software
The agreement formalizes Cégep de Sainte-Foy's decision to adopt Equisoft/plan (formerly Kronos FNA) as the official financial planning software in their financial services and insurance technical program.Read Press Release -
Financial Needs Analysis
How One Advisor Dramatically Deepened Client Relationships
Read the case study to find out how one advisor grew her business after the distributor she worked with implemented Equisoft/plan in their advisor force.Read Case Study -
Advisor Productivity
How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM
See the impact on one advisor when the BGA he worked with implemented Equisoft/connect in their advisor force.Read Case Study -
Advisor Productivity
8 Productivity and Time Management Tips for Advisors
Increased productivity can improve satisfaction and enable advisors to fulfill their vision for their practice. Get 8 top tips on improving your time management and overall productivity.Read Article -
Advisor Productivity
Technology Enables a New Approach to the Advisor Role
Thoughts based on Equisoft Insights and the Evolution Revolution Report: • How can advisors keep the pipeline full—in disrupted times? • How can advisors leverage tech to redefine their role? • How do they create sustainable growth?Read Article -
Financial Needs Analysis
20 Questions Every Advisor Should Ask During Client Review Meetings
Client review meetings are critical activities for advisors. They are your best chance to build relationship with your clients, develop trust, uncover needs and help them reach their goals.Read Article -
Asset Allocation and Wealth Analysis
The Ultimate Advisor Guide to Supercharging your Practice
Tech disruption & heightened client expectations require today's advisors to redefine their approach to creating superior client experiences.Read eBook -
Financial Needs Analysis
Re-Thinking FNAs to Accelerate Growth for Advisors and Distributors
Unlock the true power of FNAs and uncover opportunities to easily and significantly grow advisor practices.Read Article -
Advisor Productivity
Specialize to Win: How to Find the Ideal Niche for Your Practice
Focusing on a specific niche gives you the opportunity to go deep and really understand the needs of the clients in that market and helps you narrow your marketing focus, develop your expertise and build your brand.Read Article -
Advisor Productivity
How to Create an Effective Cross-Selling System for Your Practice
Unlock the full potential of your practice by learning the valuable technique of cross-selling in our latest eBook.Read eBook -
Financial Needs Analysis
Insurance Leaders: 4 Ways Compliance Significantly Increases Advisor Revenue
Meeting client care standards is a game changer. Instead of treating compliance as an obligation, turn it into a growth engine.Read Article -
Advisor Productivity
The 3 Lenses That Can Transform Your Practice
Effective planning requires that you take a step back from the daily operations of your practice.Read Article -
Advisor Productivity
Use SWOT to Understand the True State of Your Practice
Know where you are today use a SWOT to determine where you could be tomorrow.Read Article -
Advisor Productivity
The Evolving Investment Distribution Landscape
The evolving investment distribution landscape is changing! Here's how technology & AI can help us conserve our most precious resource: time.Read Article -
Advisor Productivity
3 Steps to implementing a strategic marketing system for your practice
Three steps financial advisors can take to implement a strategic marketing system which helps build your brand, find great prospects and grow your business.Read Article
